The firm represented the beneficiary of a family trust in the sale of stock of a corporation valued at approximately $240,000,000.
During a multiple-day trial, our legal team successfully defeated a temporary restraining order (TRO) over a $25 million dollar estate against an international law firm.
During a five-day trial, we successfully defended the trustee against a potential $2 million dollar surcharge, resulting in no recovery for the plaintiff, and obtained a judgment of over $650,000 against the beneficiary bringing the claim.
The firm prepared estate plans for six separate families after assisting them with the sale of their family business for approximately $40 million dollars.
The firm assisted several families in the development and implementation of estate plans that locked in their use of the current federal estate tax credit before it is reduced.